Previous events

All previous events

Client retention and new business in the virtual world

  • Wed 10 Feb 12:00 pm – 1:00 pm
  • Zoom Webinar
    • Nick Thomas, Nick Thomas & Associates

The Insurance Institute of Liverpool are pleased to welcome Nick Thomas of Nick Thomas & Associates, who will be talking to us about Client retention and new business in the virtual world.

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Virtual Wine Tasting

  • Thu 28 Jan 6:00 pm – 7:30 pm
    • Dev Stewart, R&H Fine Wines

The Insurance Institute of Liverpool are delighted to invite you to our first social event of 2021, and our first ever Virtual Wine Tasting event!

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Motivational Webinar with Andy Grant

  • Fri 22 Jan 12:00 pm – 1:00 pm
    • Hon Col Dr Andy Grant LLD

Although we are unable to host the Annual Dinner this year, The Insurance Institute of Liverpool are pleased that our guest speaker, Andy Grant, will be presenting his motivational talk virtually to our members. We expect this event to book up quickly so please book early to avoid missing out.

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Webinar: How to Build Healthier Habits that Last

  • Mon 11 Jan 12:00 pm – 1:00 pm
    • Declan Doyle, Health @ Work

The Insurance Institute of Liverpool are pleased to offer this well-being webinar, hosted by Health @ Work.

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Financial Liverpool - Pensions and Divorce Webinar

  • Thu 07 Jan 12:00 pm – 1:00 pm
    • Mark Devlin, Prudential

Mark Devlin of Prudential will discuss the various options available on divorce, the things you and your client should be aware of, planning considerations and how to increase planning opportunities through professional connections.

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Financial Liverpool - I wish it could be a (Financial Liverpool) Christmas everyday!

  • Wed 09 Dec 12:30 pm – 2:00 pm
    • Rae Brooke, The Community Foundation for Merseyside
    • Chris Budd, The Financial Wellbeing Podcast
    • Adam Owen, NextGen Planners

The annual Financial Liverpool Christmas Lunch is always a great event so because we can't all meet this year, we thought we would bring a little festive joy to your homes instead!

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CPD Webinar: Covid-19 and its impact on claims and business interruption

  • Wed 25 Nov 10:00 am – 11:00 am
    • Damian Glynn BA (Hons) FCA FCILA FUEDI ELAE FIFAA, Sedgwick International UK

The Insurance Institute of Liverpool are pleased to welcome Damian Glynn from Sedgwick, who will be talking to us about the impact COVID-19 has had on claims, mainly looking at Business Interruption and the FCA test case.

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CPD Webinar: PERSONAL INJURY CLAIMS – WHERE NEXT?

  • Mon 23 Nov 12:00 pm – 1:00 pm
    • Bernard Thornton FCII

The Insurance Institute of Liverpool are pleased to host this webinar, presented by Bernard Thornton entitled Personal Injury Claims: Where Next.

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Personal Lines Roadshow

  • Wed 18 Nov 12:30 pm – 1:30 pm
  • Online
    • Steve Aspinall, Chartered Insurance Institute

Join us for an introduction to the CII’s Personal Lines Knowledge Range – a suite of learning and development assets and tools built specifically for those in the Personal Lines consumer retail market.

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Financial Liverpool - The BPR Market and Unlocking Planning Opportunities for Individuals and Business Owners

  • Thu 05 Nov 12:00 pm – 1:00 pm
    • Tom Hind, Stellar Asset Management

In this talk, Tom will analyse the various structures available in the market for Financial Planners and their clients and identify the key benefits and drawbacks of utilising each one. Tom will also discuss the opportunity that Inheritance Planning presents advisers over the next 10-15 years and identify Business Owners as a largely untapped market for new business.

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Financial Liverpool - Family Investment Companies v Trusts

  • Wed 21 Oct 12:30 pm – 1:30 pm
    • Susan Sherry, Hill Dickinson

With a growing interest in Family Investment Companies as an alternative to the more traditional trust structure, Susan discusses the structural and tax characteristics of both forms of succession planning.

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CPD Webinar: An Introduction to Cyber Claims

  • Wed 07 Oct 12:00 pm – 1:00 pm
    • Mark Hawskworth, Sedgwick

The Insurance Institute of Liverpool are pleased to host this Introduction to Cyber Claims webinar, with speaker Mark Hawskworth, Global Technology Specialist Practice Group Leader of Sedgwick.

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CPD Event: FCA Business Interruption Test Case - The Judgment

  • Thu 01 Oct 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD, Chartered Insurance Practitioner

The Insurance Institute of Liverpool are pleased to host this comprehensive and interactive one-hour webinar, which will focus on the judgment following the FCA’s ground-breaking test case concerning the application of business interruption cover under commercial policy wordings.

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Financial Liverpool - Investing in direct property

  • Thu 17 Sep 1:30 pm – 2:30 pm
    • Martin Roby, Professional Mortgage Services

We will look at aspects of investing directly in property that you and your client need to know

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R04 Revision Course – Pensions & Retirement Planning

  • Wed 26 Aug 9:00 am – 4:30 pm
    • Cris Glascow, Glascow Consulting

Unfortunately due to low uptake, we have cancelled this training event. Apologies for any inconvenience caused. We have contacted individuals who were booked on to process a refund.

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R03 Revision Course – Personal Taxation

  • Tue 25 Aug – Tue 25 Aug
    • Cris Glascow, Glascow Consulting

Unfortunately due to low uptake, we have cancelled this training event. Apologies for any inconvenience caused. We have contacted individuals who were booked on to process a refund.

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CPD Event: External Cladding: Fire Risks and Fire Investigation

  • Thu 30 Jul 12:00 pm – 1:00 pm
    • Professor James Lygate, IFIC Forensics
    • Deon Webber, IFIC Forensics

The Insurance Institute of Liverpool are pleased to offer its members the opportunity to attend an online CPD presentation on the topic of External Cladding. The subject has garnered significant interest recently since the tragedy of Grenfell and we are sure that this presentation in particular, will be of significant interest to anyone working within the insurance industry – from underwriters, risk managers and claims personnel.

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IIL Games 19/20 - Final Round - Online Quiz

  • Thu 16 Jul 6:00 pm – 7:30 pm

The IIL Games 2019/2020 Final Event has been rescheduled. Instead of bowling we will be testing your knowledge with an online quiz

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IIL Games Final Round – Online Quiz

  • Thu 16 Jul 6:00 pm – 7:30 pm

The Insurance Institute of Liverpool held their final round of the IIL Games with an online quiz night. This was to be the decider of the IIL Games 2019/2020! The finale was originally due to be a ten-pin bowling competition but unfortunately it was cancelled at the last minute due to COVID-19. The Games had to be finished one way or another, so we embraced the virtual world and held an online quiz with our excellent quiz masters Charlie Mahoney and Sarah Jennings hosting it via Zoom. After 5 rounds and a total of 50 questions, Weightmans were the winners of the evening! BIBA were a close second and Arthur J Gallagher and Barnett Waddingham finished joint 3rd. Here is the league table from the evening… Position Team Average Score Team Points 1 Weightmans 41 40 2 BIBA 36.5 25 3 AJG 34.66 20 3= Barnett Waddingham 34.66 20 5= QM Legal Costs 33.5 16 5= DWF 33.5 16 7 Pavis 29.75 12 8 Sedgwick 29.66 10 9 G&A 1 28.66 8 So what did that mean for the overall IIL Games league table?... …Drum roll please… WEIGHTMANS ARE THE CHAMPIONS OF THE 2020/21 IIL GAMES! Position Team Points 1 Weightmans 74 2 QM Legal Costs 55 3 BIBA 46 4 Barnett Waddingham 42 5 AJG 41 6 DWF 31 7 Pavis 28 8 G&A1 22 9 Sedgwick 20 10 G&A2 13 11 RSA 0 Weightmans therefore earn local bragging rights! QM Legal Costs and BIBA finished 2nd and 3rd. Each of the winners get to choose a charity of their choice so that the Insurance Institute of Liverpool can make a donation on their behalf. A huge thank you to everyone who took part this year and a great effort from all teams involved. It has been somewhat of an eventful IIL games this time round… a very tense pool competition, a frenzied round of crazy golf, a general election falling on the same night as the Christmas quiz, a cancelled bowling night and the Games almost ending prematurely due to COVID, and finally the Insurance Institute of Liverpool’s first ever online quiz! We look forward to when things start to return back to normal and we can get the IIL Games up and running again. Hopefully we will see you all again soon!

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Trust – the one thing that changes everything - event cancelled

  • Tue 14 Jul 12:00 pm – 1:30 pm
    • Steve McCann, The Trusted Executive foundation

The Insurance Institute of Liverpool has unfortunately had to cancel this event due to COVID-19.

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